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2021-06-28

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This Small-Cap Stock Can Pivot Between Old and New Energy<blockquote>这只小盘股可以在新旧能源之间切换</blockquote>

2021-06-28

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At Chart Industries, the action is happening now, and the company’s stock isn’t fully reflecting that yet.</p><p><blockquote>能源转型正在进行中，但对于大多数公司来说，切实的成果在几年内都不会显现出来。在Chart Industries，这一行动现在正在发生，而该公司的股票尚未完全反映这一点。</blockquote></p><p> Chart (ticker: GTLS) makes cryogenic tanks and other equipment to freeze gases and make them easier to isolate and transport. Its products operate behind the scenes in a variety of industries, keeping soda bubbly and delivering oxygen to patients suffering from Covid-19. For now, Chart makes most of its money providing&nbsp;equipment to industrial-gas companies or fossil-fuel energy markets. But its stock offers a way to play both the rebound in traditional energy and the transition to new forms of it.</p><p><blockquote>Chart（股票代码：GTLS）生产低温储罐和其他设备来冷冻气体，使其更容易隔离和运输。其产品在多个行业的幕后运作，保持苏打水的泡沫，并为患有Covid-19的患者输送氧气。目前，Chart的大部分收入来自向工业天然气公司或化石燃料能源市场提供设备。但它的股票为传统能源的反弹和向新形式的能源转型提供了一种方式。</blockquote></p><p> “In the case of Big Oil, the energy transition will take 30 years,” says Raymond James analyst Pavel Molchanov. “For Chart, it’s happening in real time.” He has an Outperform rating on the shares and a $165 price target—18% above a recent price of $140.</p><p><blockquote>Raymond James分析师Pavel Molchanov表示：“就大型石油公司而言，能源转型将需要30年时间。”“对于Chart来说，它是实时发生的。”他对该股的评级为跑赢大盘，目标价为165美元，较近期140美元的价格高出18%。</blockquote></p><p> Chart is based in the small city of Ball Ground, Ga., but operates all over the globe. Its results have fluctuated with the fortunes of the natural-gas and chemical industries in recent years. Chart mostly persevered through the pandemic, growing earnings to $2.73 a share from $2.52 the previous year, on a slight decline in sales, to $1.2 billion. The company, however, has a record backlog of orders and is entering a much faster growth period, one that more than justifies its valuation of about 26 times next year’s expected earnings.</p><p><blockquote>Chart是基于佐治亚州的小城市Ball Ground.，但业务遍及全球。近年来，其业绩随着天然气和化学工业的命运而波动。Chart在疫情期间基本保持不变，每股收益从上一年的2.52美元增长至2.73美元，销售额略有下降至12亿美元。然而，该公司积压订单创纪录，并且正在进入更快的增长期，这足以证明其明年预期收益约26倍的估值是合理的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/333b9c8b2fde68b6acdb0557454fe1e7\" tg-width=\"950\" tg-height=\"625\"></p><p><blockquote></blockquote></p><p> Chart specializes in taking volatile gases and processing them so they can be contained and transported. That can mean pumping them through heat exchangers, freezing and storing them in cryogenic tanks, and transporting them through insulated pipes. These technologies are used to turn natural gas into liquid form to be transported through pipes or overseas.</p><p><blockquote>Chart专门收集挥发性气体并对其进行处理，以便对其进行控制和运输。这可能意味着将它们泵送通过热交换器，冷冻并储存在低温罐中，并通过隔热管道运输。这些技术用于将天然气转化为液体形式，通过管道运输或运往海外。</blockquote></p><p> The company has benefited as the shale-drilling revolution and new laws helped the U.S. become a major exporter of natural gas. But the technology that makes it possible to capture natural gas is also useful for capturing and taming other gases.</p><p><blockquote>随着页岩钻探革命和新法律帮助美国成为主要天然气出口国，该公司受益匪浅。但使捕获天然气成为可能的技术也可用于捕获和驯服其他气体。</blockquote></p><p> “We’re molecule-agnostic,” Chart CEO Jillian Evanko tells&nbsp;<i>Barron’s</i>.</p><p><blockquote>Chart首席执行官Jillian Evanko表示：“我们与分子无关。”<i>巴伦周刊</i>.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6651e519519516c310bcc85214b99134\" tg-width=\"956\" tg-height=\"643\"></p><p><blockquote></blockquote></p><p> Chart’s systems help pump nitrogen into pressurized containers to make nitro cold brew coffee, carbon dioxide into greenhouses to make cannabis plants grow faster, and ozone into water systems to keep them clean. Even more promising are its renewable-energy divisions, like hydrogen and carbon capture. Its specialty products division is the main reason that Chart is expected to grow earnings per share by 44% this year and 33% next year, with an expected long-term growth rate of 25%, according to FactSet. Specialty products now make up 20% of the company’s revenue, but analysts see them growing to nearly half of sales by 2025.</p><p><blockquote>Chart的系统有助于将氮气泵入加压容器以制作硝基冷煮咖啡，将二氧化碳泵入温室以使大麻植物生长得更快，将臭氧泵入水系统以保持清洁。更有前途的是其可再生能源部门，例如氢和碳捕获。FactSet的数据显示，其特种产品部门是Chart预计今年和明年每股收益将分别增长44%和33%的主要原因，预计长期增长率为25%。特种产品目前占公司收入的20%，但分析师预计，到2025年，特种产品将占销售额的近一半。</blockquote></p><p> Hydrogen, an alternative fuel that can produce electricity and power vehicles, is a big opportunity. Chart has been making equipment to process and transport hydrogen for decades, mostly for use in aerospace, but it is now becoming a key part of the supply chain for hydrogen use in alternative energy.</p><p><blockquote>氢是一种可以生产电力和为汽车提供动力的替代燃料，这是一个很大的机会。几十年来，Chart一直在制造处理和运输氢气的设备，主要用于航空航天，但现在它正在成为替代能源中氢气使用供应链的关键部分。</blockquote></p><p> Along with equipment for processing, storage, and transportation, Chart helps build the hydrogen fueling stations themselves, which are quickly spreading throughout Europe and starting to show up in the U.S. Its hydrogen orders grew to $71 million in the first quarter this year from $4 million in the first quarter of 2020, and it expects hydrogen and helium sales to rise to at least $99 million this year from $22 million in 2020. The company thinks the potential hydrogen market opportunity is worth $2.4 billion over the next three to five years.</p><p><blockquote>除了加工、储存和运输设备外，Chart还帮助建造了加氢站，这些加氢站正在迅速蔓延到整个欧洲，并开始出现在美国。其氢气订单从2020年第一季度的400万美元增长到今年第一季度的7100万美元，预计今年氢气和氦气销售额将从2020年的2200万美元增长到至少9900万美元。该公司认为，未来三到五年，潜在的氢市场机会价值24亿美元。</blockquote></p><p> That pitch is drawing investors who are excited by hydrogen but wary of some companies in the sector that have potential but no profits.</p><p><blockquote>这一宣传吸引了投资者，他们对氢感到兴奋，但对该行业一些有潜力但没有利润的公司持谨慎态度。</blockquote></p><p> “If you play hydrogen through Chart, then you are already getting profits from those sales, because hydrogen is one of our most profitable elements as a business,” Evanko says.</p><p><blockquote>“如果你通过图表玩氢，那么你已经从这些销售中获得了利润，因为氢是我们作为一项业务最赚钱的元素之一，”Evanko说。</blockquote></p><p> Steven Klopukh, a portfolio manager at Thornburg Investment Management, owns Chart in two funds he runs. “It’s a really good infrastructure play on the hydrogen economy,” he says. He sees a clear path for earnings to hit $8 a share a year and for the stock to reach $180 off the strength of its renewable energy products.</p><p><blockquote>Thornburg Investment Management的投资组合经理Steven Klopukh在他管理的两只基金中拥有Chart。“这是氢经济的一个非常好的基础设施项目，”他说。他认为，凭借可再生能源产品的实力，每股收益将达到8美元，股价将达到180美元。</blockquote></p><p> Klopukh also sees promise in carbon capture and storage, a process that takes carbon emitted from drilling sites or factories and processes it for reuse or underground storage.</p><p><blockquote>Klopukh还看到了碳捕获和储存的前景，这是一种从钻井现场或工厂排放的碳并对其进行处理以供再利用或地下储存的过程。</blockquote></p><p></p><p> Carbon capture is “the next big thing” in the energy transition businesses, predicts Evercore analyst James West. Among the companies betting big on carbon capture are&nbsp;Exxon Mobil(XOM), which is already one of Chart’s customers.</p><p><blockquote>Evercore分析师詹姆斯·韦斯特(James West)预测，碳捕获是能源转型业务的“下一件大事”。埃克森美孚(XOM)是在碳捕获上下大赌注的公司之一，该公司已经是Chart的客户之一。</blockquote></p><p> Chart has projected that its slice of the carbon capture market is worth $800 million in the next three to five years. “It’s a year behind hydrogen, as far as what we’re seeing in the market,” CEO Evanko says.</p><p><blockquote>Chart预计，未来三到五年内，其在碳捕获市场的份额将达到8亿美元。“就我们在市场上看到的情况而言，它比氢能源落后了一年，”首席执行官埃万科说。</blockquote></p><p> Government policies and investment could become another catalyst for Chart, particularly in areas like carbon capture. The company would almost certainly benefit from the infrastructure proposal just endorsed by President Joe Biden. “We still would expect to see significant growth without the infrastructure bill in the U.S., because there are multiple macro tailwinds in place,” Evanko says. “But it would definitely be an accelerant.”</p><p><blockquote>政府政策和投资可能成为Chart的另一个催化剂，特别是在碳捕获等领域。该公司几乎肯定会从乔·拜登总统刚刚批准的基础设施提案中受益。Evanko表示：“我们仍然预计，在美国没有基础设施法案的情况下，我们将看到显着的增长，因为存在多种宏观推动力。”“但它肯定是一种助燃剂。”</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Small-Cap Stock Can Pivot Between Old and New Energy<blockquote>这只小盘股可以在新旧能源之间切换</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Small-Cap Stock Can Pivot Between Old and New Energy<blockquote>这只小盘股可以在新旧能源之间切换</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-28 15:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The energy transition is on its way, but for most companies the tangible results won’t show up for years. At Chart Industries, the action is happening now, and the company’s stock isn’t fully reflecting that yet.</p><p><blockquote>能源转型正在进行中，但对于大多数公司来说，切实的成果在几年内都不会显现出来。在Chart Industries，这一行动现在正在发生，而该公司的股票尚未完全反映这一点。</blockquote></p><p> Chart (ticker: GTLS) makes cryogenic tanks and other equipment to freeze gases and make them easier to isolate and transport. Its products operate behind the scenes in a variety of industries, keeping soda bubbly and delivering oxygen to patients suffering from Covid-19. For now, Chart makes most of its money providing&nbsp;equipment to industrial-gas companies or fossil-fuel energy markets. But its stock offers a way to play both the rebound in traditional energy and the transition to new forms of it.</p><p><blockquote>Chart（股票代码：GTLS）生产低温储罐和其他设备来冷冻气体，使其更容易隔离和运输。其产品在多个行业的幕后运作，保持苏打水的泡沫，并为患有Covid-19的患者输送氧气。目前，Chart的大部分收入来自向工业天然气公司或化石燃料能源市场提供设备。但它的股票为传统能源的反弹和向新形式的能源转型提供了一种方式。</blockquote></p><p> “In the case of Big Oil, the energy transition will take 30 years,” says Raymond James analyst Pavel Molchanov. “For Chart, it’s happening in real time.” He has an Outperform rating on the shares and a $165 price target—18% above a recent price of $140.</p><p><blockquote>Raymond James分析师Pavel Molchanov表示：“就大型石油公司而言，能源转型将需要30年时间。”“对于Chart来说，它是实时发生的。”他对该股的评级为跑赢大盘，目标价为165美元，较近期140美元的价格高出18%。</blockquote></p><p> Chart is based in the small city of Ball Ground, Ga., but operates all over the globe. Its results have fluctuated with the fortunes of the natural-gas and chemical industries in recent years. Chart mostly persevered through the pandemic, growing earnings to $2.73 a share from $2.52 the previous year, on a slight decline in sales, to $1.2 billion. The company, however, has a record backlog of orders and is entering a much faster growth period, one that more than justifies its valuation of about 26 times next year’s expected earnings.</p><p><blockquote>Chart是基于佐治亚州的小城市Ball Ground.，但业务遍及全球。近年来，其业绩随着天然气和化学工业的命运而波动。Chart在疫情期间基本保持不变，每股收益从上一年的2.52美元增长至2.73美元，销售额略有下降至12亿美元。然而，该公司积压订单创纪录，并且正在进入更快的增长期，这足以证明其明年预期收益约26倍的估值是合理的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/333b9c8b2fde68b6acdb0557454fe1e7\" tg-width=\"950\" tg-height=\"625\"></p><p><blockquote></blockquote></p><p> Chart specializes in taking volatile gases and processing them so they can be contained and transported. That can mean pumping them through heat exchangers, freezing and storing them in cryogenic tanks, and transporting them through insulated pipes. These technologies are used to turn natural gas into liquid form to be transported through pipes or overseas.</p><p><blockquote>Chart专门收集挥发性气体并对其进行处理，以便对其进行控制和运输。这可能意味着将它们泵送通过热交换器，冷冻并储存在低温罐中，并通过隔热管道运输。这些技术用于将天然气转化为液体形式，通过管道运输或运往海外。</blockquote></p><p> The company has benefited as the shale-drilling revolution and new laws helped the U.S. become a major exporter of natural gas. But the technology that makes it possible to capture natural gas is also useful for capturing and taming other gases.</p><p><blockquote>随着页岩钻探革命和新法律帮助美国成为主要天然气出口国，该公司受益匪浅。但使捕获天然气成为可能的技术也可用于捕获和驯服其他气体。</blockquote></p><p> “We’re molecule-agnostic,” Chart CEO Jillian Evanko tells&nbsp;<i>Barron’s</i>.</p><p><blockquote>Chart首席执行官Jillian Evanko表示：“我们与分子无关。”<i>巴伦周刊</i>.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6651e519519516c310bcc85214b99134\" tg-width=\"956\" tg-height=\"643\"></p><p><blockquote></blockquote></p><p> Chart’s systems help pump nitrogen into pressurized containers to make nitro cold brew coffee, carbon dioxide into greenhouses to make cannabis plants grow faster, and ozone into water systems to keep them clean. Even more promising are its renewable-energy divisions, like hydrogen and carbon capture. Its specialty products division is the main reason that Chart is expected to grow earnings per share by 44% this year and 33% next year, with an expected long-term growth rate of 25%, according to FactSet. Specialty products now make up 20% of the company’s revenue, but analysts see them growing to nearly half of sales by 2025.</p><p><blockquote>Chart的系统有助于将氮气泵入加压容器以制作硝基冷煮咖啡，将二氧化碳泵入温室以使大麻植物生长得更快，将臭氧泵入水系统以保持清洁。更有前途的是其可再生能源部门，例如氢和碳捕获。FactSet的数据显示，其特种产品部门是Chart预计今年和明年每股收益将分别增长44%和33%的主要原因，预计长期增长率为25%。特种产品目前占公司收入的20%，但分析师预计，到2025年，特种产品将占销售额的近一半。</blockquote></p><p> Hydrogen, an alternative fuel that can produce electricity and power vehicles, is a big opportunity. Chart has been making equipment to process and transport hydrogen for decades, mostly for use in aerospace, but it is now becoming a key part of the supply chain for hydrogen use in alternative energy.</p><p><blockquote>氢是一种可以生产电力和为汽车提供动力的替代燃料，这是一个很大的机会。几十年来，Chart一直在制造处理和运输氢气的设备，主要用于航空航天，但现在它正在成为替代能源中氢气使用供应链的关键部分。</blockquote></p><p> Along with equipment for processing, storage, and transportation, Chart helps build the hydrogen fueling stations themselves, which are quickly spreading throughout Europe and starting to show up in the U.S. Its hydrogen orders grew to $71 million in the first quarter this year from $4 million in the first quarter of 2020, and it expects hydrogen and helium sales to rise to at least $99 million this year from $22 million in 2020. The company thinks the potential hydrogen market opportunity is worth $2.4 billion over the next three to five years.</p><p><blockquote>除了加工、储存和运输设备外，Chart还帮助建造了加氢站，这些加氢站正在迅速蔓延到整个欧洲，并开始出现在美国。其氢气订单从2020年第一季度的400万美元增长到今年第一季度的7100万美元，预计今年氢气和氦气销售额将从2020年的2200万美元增长到至少9900万美元。该公司认为，未来三到五年，潜在的氢市场机会价值24亿美元。</blockquote></p><p> That pitch is drawing investors who are excited by hydrogen but wary of some companies in the sector that have potential but no profits.</p><p><blockquote>这一宣传吸引了投资者，他们对氢感到兴奋，但对该行业一些有潜力但没有利润的公司持谨慎态度。</blockquote></p><p> “If you play hydrogen through Chart, then you are already getting profits from those sales, because hydrogen is one of our most profitable elements as a business,” Evanko says.</p><p><blockquote>“如果你通过图表玩氢，那么你已经从这些销售中获得了利润，因为氢是我们作为一项业务最赚钱的元素之一，”Evanko说。</blockquote></p><p> Steven Klopukh, a portfolio manager at Thornburg Investment Management, owns Chart in two funds he runs. “It’s a really good infrastructure play on the hydrogen economy,” he says. He sees a clear path for earnings to hit $8 a share a year and for the stock to reach $180 off the strength of its renewable energy products.</p><p><blockquote>Thornburg Investment Management的投资组合经理Steven Klopukh在他管理的两只基金中拥有Chart。“这是氢经济的一个非常好的基础设施项目，”他说。他认为，凭借可再生能源产品的实力，每股收益将达到8美元，股价将达到180美元。</blockquote></p><p> Klopukh also sees promise in carbon capture and storage, a process that takes carbon emitted from drilling sites or factories and processes it for reuse or underground storage.</p><p><blockquote>Klopukh还看到了碳捕获和储存的前景，这是一种从钻井现场或工厂排放的碳并对其进行处理以供再利用或地下储存的过程。</blockquote></p><p></p><p> Carbon capture is “the next big thing” in the energy transition businesses, predicts Evercore analyst James West. Among the companies betting big on carbon capture are&nbsp;Exxon Mobil(XOM), which is already one of Chart’s customers.</p><p><blockquote>Evercore分析师詹姆斯·韦斯特(James West)预测，碳捕获是能源转型业务的“下一件大事”。埃克森美孚(XOM)是在碳捕获上下大赌注的公司之一，该公司已经是Chart的客户之一。</blockquote></p><p> Chart has projected that its slice of the carbon capture market is worth $800 million in the next three to five years. “It’s a year behind hydrogen, as far as what we’re seeing in the market,” CEO Evanko says.</p><p><blockquote>Chart预计，未来三到五年内，其在碳捕获市场的份额将达到8亿美元。“就我们在市场上看到的情况而言，它比氢能源落后了一年，”首席执行官埃万科说。</blockquote></p><p> Government policies and investment could become another catalyst for Chart, particularly in areas like carbon capture. The company would almost certainly benefit from the infrastructure proposal just endorsed by President Joe Biden. “We still would expect to see significant growth without the infrastructure bill in the U.S., because there are multiple macro tailwinds in place,” Evanko says. “But it would definitely be an accelerant.”</p><p><blockquote>政府政策和投资可能成为Chart的另一个催化剂，特别是在碳捕获等领域。该公司几乎肯定会从乔·拜登总统刚刚批准的基础设施提案中受益。Evanko表示：“我们仍然预计，在美国没有基础设施法案的情况下，我们将看到显着的增长，因为存在多种宏观推动力。”“但它肯定是一种助燃剂。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/chart-industries-stock-natural-gas-hydrogen-51624662014?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GTLS":"查特工业"},"source_url":"https://www.barrons.com/articles/chart-industries-stock-natural-gas-hydrogen-51624662014?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142078063","content_text":"The energy transition is on its way, but for most companies the tangible results won’t show up for years. At Chart Industries, the action is happening now, and the company’s stock isn’t fully reflecting that yet.\nChart (ticker: GTLS) makes cryogenic tanks and other equipment to freeze gases and make them easier to isolate and transport. Its products operate behind the scenes in a variety of industries, keeping soda bubbly and delivering oxygen to patients suffering from Covid-19. For now, Chart makes most of its money providing equipment to industrial-gas companies or fossil-fuel energy markets. But its stock offers a way to play both the rebound in traditional energy and the transition to new forms of it.\n“In the case of Big Oil, the energy transition will take 30 years,” says Raymond James analyst Pavel Molchanov. “For Chart, it’s happening in real time.” He has an Outperform rating on the shares and a $165 price target—18% above a recent price of $140.\nChart is based in the small city of Ball Ground, Ga., but operates all over the globe. Its results have fluctuated with the fortunes of the natural-gas and chemical industries in recent years. Chart mostly persevered through the pandemic, growing earnings to $2.73 a share from $2.52 the previous year, on a slight decline in sales, to $1.2 billion. The company, however, has a record backlog of orders and is entering a much faster growth period, one that more than justifies its valuation of about 26 times next year’s expected earnings.\n\nChart specializes in taking volatile gases and processing them so they can be contained and transported. That can mean pumping them through heat exchangers, freezing and storing them in cryogenic tanks, and transporting them through insulated pipes. These technologies are used to turn natural gas into liquid form to be transported through pipes or overseas.\nThe company has benefited as the shale-drilling revolution and new laws helped the U.S. become a major exporter of natural gas. But the technology that makes it possible to capture natural gas is also useful for capturing and taming other gases.\n“We’re molecule-agnostic,” Chart CEO Jillian Evanko tells Barron’s.\n\nChart’s systems help pump nitrogen into pressurized containers to make nitro cold brew coffee, carbon dioxide into greenhouses to make cannabis plants grow faster, and ozone into water systems to keep them clean. Even more promising are its renewable-energy divisions, like hydrogen and carbon capture. Its specialty products division is the main reason that Chart is expected to grow earnings per share by 44% this year and 33% next year, with an expected long-term growth rate of 25%, according to FactSet. Specialty products now make up 20% of the company’s revenue, but analysts see them growing to nearly half of sales by 2025.\nHydrogen, an alternative fuel that can produce electricity and power vehicles, is a big opportunity. Chart has been making equipment to process and transport hydrogen for decades, mostly for use in aerospace, but it is now becoming a key part of the supply chain for hydrogen use in alternative energy.\nAlong with equipment for processing, storage, and transportation, Chart helps build the hydrogen fueling stations themselves, which are quickly spreading throughout Europe and starting to show up in the U.S. Its hydrogen orders grew to $71 million in the first quarter this year from $4 million in the first quarter of 2020, and it expects hydrogen and helium sales to rise to at least $99 million this year from $22 million in 2020. The company thinks the potential hydrogen market opportunity is worth $2.4 billion over the next three to five years.\nThat pitch is drawing investors who are excited by hydrogen but wary of some companies in the sector that have potential but no profits.\n“If you play hydrogen through Chart, then you are already getting profits from those sales, because hydrogen is one of our most profitable elements as a business,” Evanko says.\nSteven Klopukh, a portfolio manager at Thornburg Investment Management, owns Chart in two funds he runs. “It’s a really good infrastructure play on the hydrogen economy,” he says. He sees a clear path for earnings to hit $8 a share a year and for the stock to reach $180 off the strength of its renewable energy products.\nKlopukh also sees promise in carbon capture and storage, a process that takes carbon emitted from drilling sites or factories and processes it for reuse or underground storage.\nCarbon capture is “the next big thing” in the energy transition businesses, predicts Evercore analyst James West. Among the companies betting big on carbon capture are Exxon Mobil(XOM), which is already one of Chart’s customers.\nChart has projected that its slice of the carbon capture market is worth $800 million in the next three to five years. “It’s a year behind hydrogen, as far as what we’re seeing in the market,” CEO Evanko says.\nGovernment policies and investment could become another catalyst for Chart, particularly in areas like carbon capture. The company would almost certainly benefit from the infrastructure proposal just endorsed by President Joe Biden. “We still would expect to see significant growth without the infrastructure bill in the U.S., because there are multiple macro tailwinds in place,” Evanko says. “But it would definitely be an accelerant.”","news_type":1,"symbols_score_info":{"GTLS":0.9}},"isVote":1,"tweetType":1,"viewCount":3048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127733983,"gmtCreate":1624868290042,"gmtModify":1633947743964,"author":{"id":"4087890954074300","authorId":"4087890954074300","name":"MosOng","avatar":"https://static.tigerbbs.com/4d13574f0c4dc9a36a11066d4599b251","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087890954074300","authorIdStr":"4087890954074300"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127733983","repostId":"1142078063","repostType":4,"isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":127738502,"gmtCreate":1624868353006,"gmtModify":1633947742418,"author":{"id":"4087890954074300","authorId":"4087890954074300","name":"MosOng","avatar":"https://static.tigerbbs.com/4d13574f0c4dc9a36a11066d4599b251","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087890954074300","idStr":"4087890954074300"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127738502","repostId":"1142078063","repostType":4,"isVote":1,"tweetType":1,"viewCount":3048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127733983,"gmtCreate":1624868290042,"gmtModify":1633947743964,"author":{"id":"4087890954074300","authorId":"4087890954074300","name":"MosOng","avatar":"https://static.tigerbbs.com/4d13574f0c4dc9a36a11066d4599b251","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087890954074300","idStr":"4087890954074300"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127733983","repostId":"1142078063","repostType":4,"isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}